看数据，三大指数全线上涨，创业板最猛，半天干到2.34%，北证50也不差，涨了2.47%。更关键的是量能——成交额比昨天多了近670亿，说明真有资金在 动。全市场超两千只个股上涨，氛围不错。 板块方面，锂电池彻底爆发，宁德时代大涨超10%，天齐锂业、盛新锂能跟涨，新能源这条线又活过来了；白酒也不弱，舍得、酒鬼酒这些纷纷上扬，大消 费稳得住；创新药突然发力，康辰药业、华海药业直接封板；保险股早上冲了一波，新华保险摸了下涨停，虽然回落，但气势还在。 跌的方面，半导体、算力集体调整，寒武纪最多跌超8%，北方华创、龙芯中科也跟着下水；CPO概念内部分化明显，有人跌超10%，也有人翻红。科技股 今天整体休息，资金暂时流向了低位板块。 那下午怎么走？帮主觉得，创业板上午冲太猛，下午大概率歇一歇，震荡整固为主。锂电池和白酒连续强拉的可能性不大，能横住就是胜利。科技股如果跌 得多，说不定会有反弹，但整体还没到反转的时候。 家人们中午好！我是帮主郑重，二十年财经老炮，专注中长线。今天上午这行情，一句话总结：创业板带头冲锋，锂电池、白酒扛大旗，科技股暂时歇菜！ 总而言之，市场情绪不差，量也放出来了，下午大概率稳中带震荡。咱们中长 ...

Core Viewpoint - Santhera Pharmaceuticals has signed an exclusive agreement with Ikris Pharma Network to distribute AGAMREE® (vamorolone) in India for treating Duchenne muscular dystrophy (DMD) in patients aged four and older, with sales expected to start in Q4 2025 [1][2][12] Company Overview - Santhera Pharmaceuticals is a Swiss specialty pharmaceutical company focused on developing innovative medicines for rare neuromuscular diseases, particularly DMD [8] - AGAMREE® (vamorolone) is a novel drug that acts similarly to glucocorticoids but aims to reduce associated safety concerns, positioning it as an alternative to existing corticosteroids [4][8] Partnership Details - The agreement with Ikris has a five-year term, and Santhera will receive a percentage of net sales, consistent with previous distribution agreements [1][2] - Ikris Pharma Network is India's largest named patient supply company, specializing in rare disease medications and has experience in DMD [11] Product Information - AGAMREE has shown potential to dissociate efficacy from steroid safety concerns, making it a promising treatment option for DMD [4][5] - In the pivotal VISION-DMD study, AGAMREE met its primary endpoint and demonstrated a good safety profile, with common side effects being mild to moderate [5][6] Market Expansion - The agreement with Ikris follows recent distribution deals in Turkey and Gulf Cooperation Council countries, indicating Santhera's commitment to expanding AGAMREE's global access [2][3] - The collaboration aims to provide a regulatory-compliant pathway for access to AGAMREE and enhance patient support and disease awareness in India [12][13]

Financial Data and Key Metrics Changes - The company reported revenue of RMB 446 million for 2025, representing a 48% year-over-year growth, although the first half was impacted by supply constraints [12][14] - Revenue from Nephicon alone reached RMB 520 million in August, indicating a strong recovery from earlier supply issues [13] - Full year revenue guidance for 2025 is set between RMB 1.6 billion to RMB 1.8 billion, with Nephicon expected to contribute RMB 1.2 billion to RMB 1.4 billion [13][14] - The gross margin on a cash basis was 76.4%, slightly lower than 2024 due to price reductions after NRDL inclusion, but expected to recover above 80% in the long run [14] - The non-IFRS net loss was approximately RMB 147 million, down 31% year-over-year, indicating improved operational efficiency [14] Business Line Data and Key Metrics Changes - Nephicon generated RMB 825 million in revenue from January to August, with strong market demand leading to a significant uptick in sales after regulatory approval [4][5] - The autoimmune disease franchise, particularly Velsipiti, is progressing well with NDA reviews and expected early 2026 approval [7][8] - XERAVA in the anti-infective segment showed steady growth, with revenue increasing by 37% year-over-year [23] Market Data and Key Metrics Changes - The company aims to expand Nephicon's market coverage to 1,000 hospitals, targeting approximately 30,000 new patients [18][20] - The estimated market for IgAN in China includes about 5 million patients, with significant growth potential as the company expands its reach [19][20] - The ulcerative colitis market is projected to grow, with peak sales for Velsipiti expected to reach RMB 5 billion [34] Company Strategy and Development Direction - The company is focused on a dual strategy of commercialization and in-house discovery, with significant investments in R&D to support long-term growth [35][72] - Plans include localizing production for various products and preparing for NRDL negotiations to enhance market access [72] - The company is also exploring partnerships and in-licensing opportunities to bolster its product pipeline and market presence [76] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving operational profitability earlier than previously guided, now targeting Q4 2025 [15] - The company is optimistic about the upcoming regulatory approvals and market launches, which are expected to drive revenue growth [71][72] - Management highlighted the strong clinical data supporting their products, which positions them favorably in the market [82] Other Important Information - The company completed a strategic investment of USD 30.9 million in I Mab, becoming the largest shareholder with a 16.1% stake [12][70] - The company is advancing its proprietary mRNA technology platform, which is expected to enhance its R&D capabilities and product offerings [48][49] Q&A Session Summary Question: Peak sales for Etrasimod - Management noted that the potential for Etrasimod is higher than previously stated due to strong clinical data and an underdeveloped market, with preparations underway for commercial launch [80][82][86] Question: Development plans for EVER-one - Management confirmed that they are in the design stage for pivotal trials and are planning to initiate these studies in 2026, with ongoing discussions for potential partnerships [89][90][92]

Hua Medicine (02552) H1 2025 Earnings Call August 28, 2025 08:00 PM ET Company ParticipantsLi Chen - Founder, Executive Director & CEOGeorge Lin - EVP & Chief Strategy OfficerLi ChenTo our medicine 2025 interim result presentation. George and I will share our status and then major progress at biomedicine in the '25 and then give you our view for a really strong growth in the next year and then coming years. For dorzagliatin, we are intended to treat diabetes. And as you may know, there has been nine classes ...

Financial Data and Key Metrics Changes - The company reported a net sale of 217 million RMB, representing a 112% increase compared to the previous year [10] - Gross profit increased from 47 million RMB to 117 million RMB, with the gross profit margin rising from 46% to 54% [11] - The company aims to achieve over 1 billion RMB in sales by 2027, potentially earlier [11][35] Business Line Data and Key Metrics Changes - The commercialization of dorzagliotin in China has led to a significant increase in sales volume, from 646,000 packs to over 1 million packs, indicating over a 100% increase [10] - The transition from a research and development organization to a commercialization organization has been successful, with a significant reduction in sales expenses [11] Market Data and Key Metrics Changes - The global diabetes drug market is expected to grow to 130 billion USD by 2025, almost doubling from current levels [3] - The company has established a strong patent portfolio covering dorzagliotin until 2037, allowing for expansion into international markets [12][14] Company Strategy and Development Direction - The company is focused on restoring glucose homeostasis as a means to manage diabetes and its complications, positioning dorzagliotin as a first-in-class glucocorticoidase modulator [5][6] - Plans for a fixed-dose combination of dorzagliotin with metformin are set to enter pivotal clinical studies next year, with a launch expected in 2028-2029 [12][13] - The company is exploring opportunities in Southeast Asia and other international markets, targeting regions with high diabetes prevalence [24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving sustained growth and operational leverage, with a focus on increasing sales and reducing costs [35][36] - The company is optimistic about the upcoming years, particularly with the potential for increased market share as popular oral antidiabetics go generic in China [55] Other Important Information - The company has initiated clinical studies for prediabetic patients, aiming to demonstrate the effectiveness of dorzagliotin in restoring glucose homeostasis [15][18] - The company is also working on a partnership for a rare disease area related to diabetes, indicating a broadening of its research focus [31][32] Q&A Session Summary Question: Can you reiterate your sales guidance for 2026 and 2027? - Management confirmed the goal of achieving or exceeding 1 billion RMB in sales by 2027, with a focus on increasing sales personnel and expanding market presence [52][54] Question: What are the expectations for margins in the next two years? - Management indicated that gross profit margins are expected to increase as the cost of goods decreases, with a target of reaching around 27% in the coming years [59] Question: How will the company manage operational expenses moving forward? - The company plans to maintain disciplined spending while increasing sales volume, with expectations of reduced variable expenses as production scales up [56][58]

Hua Medicine 2025 Interim Results Presentation Hua Medicine 华领医药 August 2025 Disclaimer (a) an offer of securities for sale in Hong Kong or elsewhere; or (b) an invitation to enter into an agreement to acquire, dispose of, subscribe for or underwrite securities; or related to the issue of any securities. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other statutory requirements may rende ...

Core Viewpoint - Eagle Pharmaceuticals, Inc. has appointed Abhinav "Abi" Jain as an independent member of its Board of Directors, which is part of a cooperation agreement with Nantahala Capital Management, a significant shareholder holding approximately 38% of the company's outstanding shares [1][2]. Group 1: Appointment Details - Abhinav Jain will serve as a Class III director with an initial term expiring at the Company's 2026 Annual Meeting of Stockholders [1]. - Jain will also be a member of the Board's Compensation Committee and Nominating and Corporate Governance Committee [1]. - The cooperation agreement includes provisions for the appointment of a second independent director by May 15, 2026 [1][3]. Group 2: Background of Abhinav Jain - Jain is currently an Analyst at Nantahala, focusing on investments in specialty and generic pharmaceuticals [2]. - Prior to Nantahala, he was an Associate at Angelo, Gordon & Co., where he concentrated on private equity and structured credit investments [2]. - Jain holds a degree in Chemical-Biological Engineering from the Massachusetts Institute of Technology and an M.B.A. with honors in Finance and Entrepreneurial Management from The Wharton School [2]. Group 3: Company Overview - Eagle Pharmaceuticals is a fully integrated pharmaceutical company involved in research and development, clinical, manufacturing, and commercial activities [4]. - The company is dedicated to developing innovative medicines aimed at improving patients' lives, with a portfolio that includes products like PEMFEXY®, RYANODEX®, and others [4]. - Eagle's pipeline includes oncology and critical care candidates targeting underserved therapeutic areas, with a focus on personalized medicine in cancer care [4].

On Thursday, Telix Pharmaceuticals Limited TLX received a Complete Response Letter (CRL) from the U.S. Food and Drug Administration (FDA) for the Biologics License Application (BLA) for TLX250-CDx (Zircaix, 89Zr-DFO girentuximab), an investigational PET2 agent for the diagnosis and characterization of renal masses as clear cell renal cell carcinoma (ccRCC).The CRL identifies deficiencies relating to the Chemistry, Manufacturing, and Controls (CMC) package.The FDA has requested additional data to establish c ...

Key Takeaways MRK and Daiichi start dosing in a phase III study of HER3-DXd in HR-positive, HER2-negative breast cancer.The study follows early data where HER3-DXd showed promising responses in metastatic breast cancer.Primary endpoints include progression-free and overall survival, with safety as a secondary measure.Merck (MRK) and Japan’s Daiichi Sankyo announced the dosing of the first patient in the phase III HERTHENA-Breast04 study evaluating their investigational HER3-directed DXd antibody-drug conjug ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, int ...